These are confusing times and we know you have a lot of questions. Join us for a live interactive webinar with our panel of experts, moderated by our Marketing Specialist, Jenny Fox. This is your opportunity to ask the questions that matter to you the […]
View moreHomebuying Coffee Talk
CANCELED Saturday, March 28 9 am — 11 am 1 Commerce St., Poughkeepsie NY 12603 Our Mortgage Officer, Stephanie Barone, will be on hand to discuss the homebuying process over refreshments. Topics will include: -Factors that will affect buying a home -What mortgage lenders look for in […]
View moreWARNING: Scam Alert
Beware of vishing or voice phishing scams that appear to be from financial institutions. If you receive suspicious phone calls asking you to provide your confidential information, you need to be on guard. It could be an attempt to get access to your account or […]
View moreHappy NCSAM!
Held every October, National Cybersecurity Awareness Month (NCSAM) is a collaborative effort between government and industry to raise awareness about the importance of cybersecurity and to ensure that all Americans have the resources they need to be safer and more secure online. NCSAM 2019 will […]
View moreTEG Retirement & Advisory Services – Essential Tax Tips for IRAs
Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While corrections are possible, it’s best to avoid mistakes in the first place. Here’s what you […]
View more